THE LITTLE THINGS THAT BECOME BIG THINGS
Along the retirement income planning journey, you begin to protect your lifestyle. These protections include homeowner’s insurance, legal documents, identity theft programs, and more. We never see the little things coming—but when they do—they quickly become big things. Here is what I mean.
Have you every tried to make a simple change to your cable bill, but you’re not the account holder? Maybe you want to add some channels to your account. Will they talk with you? Even though adding channels would make them money—probably not.
Imagine the same thing happening with something within your retirement planning accounts. What if you need access, to a make change, etc., but you don’t personally have the means to actually get in.
Here are more examples:
There’s one legal document, that without proper granted access, can put your family into a real pickle. If you, as the bread winner, becomes incapacitated, can they get access to your money? Now a little thing becomes a BIG thing.
You may want to consider completing a Survivor’s Guide for your family to follow should something happen to you. Writing down your desires avoids complications later on.
Retirement is a time for doing the things you always wanted to do, but never had the time. Do you plan to travel? Will you carry your powers of attorney with you? If you’ve spent the time and money to establish legal documents, consider taking them with you. I can provide help for that.
These are just a few of the 16 Little Things I go through to make sure they do not become big things. Don't let this happen to you. I’m here to help.
Ready to start off your retirement journey the right way.
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